Axis ELSS Tax Saver Fund vs Mahindra Manulife Large Cap Fund

Axis vs Mahindra· Portfolio Overlap Analysis

52.2%High Overlap
30 common stocksRank #8038 / 20,000

Investor takeaway: At 52.2% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (30)

StockWt% in Axis ELSS Tax SaverWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Limited
Banks
7.31%9.06%7.31%
HDFC Bank Limited
Banks
6.54%8.55%6.54%
Bharti Airtel Limited
Telecom - Services
3.71%3.90%3.71%
Infosys Limited
IT - Software
3.38%4.41%3.38%
State Bank of India
Banks
2.99%3.83%2.99%
Larsen & Toubro Limited
Construction
2.97%4.33%2.97%
Reliance Industries Limited
Petroleum Products
2.82%7.77%2.82%
Mahindra & Mahindra Limited
Automobiles
2.61%2.62%2.61%
Kotak Mahindra Bank Limited
Banks
1.92%1.77%1.77%
Tata Consultancy Services Limited
IT - Software
1.67%3.29%1.67%
Axis Bank Limited
Banks
1.65%4.28%1.65%
Shriram Finance Limited
Finance
1.60%1.80%1.60%
Pidilite Industries Limited
Chemicals & Petrochemicals
2.25%1.41%1.41%
Titan Company Limited
Consumer Durables
1.34%1.89%1.34%
TVS Motor Company Limited
Automobiles
1.17%1.39%1.17%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%1.08%1.08%
Hindustan Unilever Limited
Diversified FMCG
1.02%3.00%1.02%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.91%1.45%0.91%
Hyundai Motor India Ltd
Automobiles
0.99%0.88%0.88%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%0.87%0.87%
Nestle India Limited
Food Products
0.75%1.02%0.75%
ICICI Lombard General Insurance Company Limited
Insurance
0.54%0.87%0.54%
Power Grid Corporation of India Limited
Power
0.51%0.49%0.49%
Trent Limited
Retailing
0.49%0.90%0.49%
Cummins India Limited
Industrial Products
1.00%0.47%0.47%
Avenue Supermarts Limited
Retailing
0.46%1.46%0.46%
Bajaj Finserv Limited
Finance
0.44%4.73%0.44%
LG Electronics India Ltd
Consumer Durables
0.36%0.65%0.36%
Tech Mahindra Limited
IT - Software
0.27%1.55%0.27%
Info Edge (India) Limited
Retailing
0.23%0.78%0.23%

Unique to Axis ELSS Tax Saver

  • Bajaj Finance Limited3.34%

Unique to Mahindra Manulife Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.3% (5)
IT - Software
5.3% (3)
Automobiles
4.7% (3)
Telecom - Services
3.7% (1)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Finance
2.0% (2)
Pharmaceuticals & Biotechnology
1.9% (2)
Consumer Durables
1.7% (2)
Chemicals & Petrochemicals
1.4% (1)
Retailing
1.2% (3)
Diversified FMCG
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (1)
Food Products
0.8% (1)
Insurance
0.5% (1)
Power
0.5% (1)
Industrial Products
0.5% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for Mahindra Manulife Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.